Meet The Team

Collectively, the team here at Sage have decades of advisory and financial planning experience. Our aim is to provide a hyper-service, and we do that through focused employees who are passionate about producing successful retirement outcomes for you.

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We strive to build trusting and long-term client relationships and share our knowledge with you so you can take control of your financial future.

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This is a responsibility we take very seriously and is reflected in our company values.

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As a Sage client, you can be sure of receiving dedicated, strategic and, value-driven advice to help you live well in retirement.

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Click on the Adviser photos below to get to know them a bit better!

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We also have a dedicated Client Services team. They are here to support the Advisers in implementing the advice and strategy of your account. 

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